See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,196 | $49,915+4.6% | $154,803-66.3% | $74,304-29.8% |
| Participation rate | 16.8% | 54.0%-37.2pp | 78.1%-61.3pp | 60.3%-43.5pp |
| Annual return | 14.61% | 34.06%-19.4pp | 58.88%-44.3pp | 29.43%-14.8pp |
| Employer contribution / active EE | $192 | $1,611-88.1% | $4,305-95.6% | $2,241-91.5% |
| Participant deferral / active EE | $748 | $2,255-66.8% | $5,540-86.5% | $3,767-80.2% |
| Admin fee / account holder | $1,627 | $2,189-25.7% | $14,329-88.6% | $2,969-45.2% |